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BOLTON SECURITIES CORPORATION’s lululemon athletica LULU Stock Holding History

BOLTON SECURITIES CORPORATION’s Portfolio LULU Stock Details LULU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$32K Sell
333
-141
-30% -$16K ﹤0.01% 1488
2026
Q2 		$54.1K Sell
474
-86
-15% -$11.5K ﹤0.01% 1305
2026
Q1 		$85.7K Buy
+560
New +$100K ﹤0.01% 1085
2025
Q3 		$165K Buy
+929
New +$186K 0.01% 795
2025
Q1 		$391K Buy
+1,383
New +$507K 0.02% 539

Other funds holding LULU

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's LULU Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its lululemon athletica (LULU) stake by 30% in Q3 2026, selling an estimated $16K and leaving 333 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

BOLTON SECURITIES CORPORATION first reported a position in LULU in Q1 2025 and has held it in 5 quarters since. The position peaked at $391K in Q1 2025. 521 funds tracked by Wall St. Rank hold LULU as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 333 shares of lululemon athletica worth $32K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 141 lululemon athletica shares in Q3 2026, an estimated $16K.
  • lululemon athletica made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1488 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in lululemon athletica in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's lululemon athletica position peaked at $391K in Q1 2025.
  • 521 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.